Microsoft Outlook + Clio Integration

Connect Microsoft Outlook to Clio in 1 click

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Popular Microsoft Outlook + Clio Workflows

Create Clio contact for new Microsoft Outlook contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Outlook - Clio integration, anytime a new Microsoft Outlook contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Email is created in Microsoft Outlook
Calendar event is created in Microsoft Outlook
Calendar event is started in Microsoft Outlook
Calendar event is updated in Microsoft Outlook
Contact is created in Microsoft Outlook
Contact is updated in Microsoft Outlook
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Delete contact in Microsoft Outlook
Send email in Microsoft Outlook
Create event in Microsoft Outlook
Create contact in Microsoft Outlook
Update contact in Microsoft Outlook
Search contact in Microsoft Outlook
Create draft email in Microsoft Outlook
Get attachments in Microsoft Outlook
Search event in Microsoft Outlook
Update event in Microsoft Outlook
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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Integrate Microsoft Outlook & Clio In 1 Click
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You Can Also Integrate Microsoft Outlook & Clio With 1100+ Other Apps

Microsoft Outlook is your one-stop shop for staying connected, productive, and on-top of business. It is a highly functional solution providing you with email, calendars, contacts management, tasks and notes all in one place.

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Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

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